Clem Sunter on lifting lockdown: Diving into depression vs fresh Covid-19 spike #BestofBizNews

Loading player...
Clem Sunter is one of South Africa's most respected strategists, making an indelible mark on the birth of the new South Africa which followed his High Road scenario of negotiated settlement rather than the Low Road of political turmoil. In this in-depth interview with BizNews editor-in-chief Alec Hogg, Sunter - a prolific author of strategy books who had a successful career at Anglo American - examines the options that governments have as they start to lift lockdowns designed to contain Covid-19. Sunter also shares his assessment of the mixed signals we have been receiving from the data and research produced on the incidence and transmission of Covid-19 and its death rate. Like Stanford professor of medicine Prof Jay Bhattacharya, who also has a PhD in economics and has concluded that the Covid-19 figures guiding government policies need to be reworked, Sunter points to a delicate balancing act between suppressing economies to save some lives and re-opening business to protect others Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Dec 2020 5AM English South Africa Investing · Business News

Other recent episodes

The BizNews Edge: Nedbank, Grindrod and the coal stock no one was watching

Nedbank confirmed its guidance this morning, and its East Africa deal is weeks from closing - a transformation most investors are still underpricing. Grindrod's Port of Maputo posted extraordinary volumes, but the share may already be priced for perfection. A small coal miner no one follows just disclosed an 1,800%…
24 Jun 8AM 26 min

The BizNews Edge: Economic warnings flash; Corporate giants mispriced; SpaceX tumbles

We explore a toughening economic climate as South African consumer confidence drops and central bank indicators flash red. Discover why the market is blindly punishing value, dragging down Sibanye Stillwater’s debt-free gold business despite solid restructuring plans. We also highlight Attacq’s resilient property portfolio and Steenkamp Kraal’s historic rare earth…
23 Jun 6AM 13 min